Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-47,000
| Closed | -$694K | – | 1281 |
|
|
2017
Q1 | $694K | Buy |
47,000
+1,400
| +3% | +$20.7K | ﹤0.01% | 1015 |
|
|
2016
Q4 | $749K | Buy |
+45,600
| New | +$749K | ﹤0.01% | 964 |
|
|
2014
Q3 | – | Sell |
-98,923
| Closed | -$1.75M | – | 1468 |
|
|
2014
Q2 | $1.75M | Buy |
+98,923
| New | +$1.75M | 0.01% | 804 |
|